Learning

Why Great Firms Need Demanding Leaders: Inside Jamie C. Shilanski’s Approach

Why Great Firms Need Demanding Leaders: Inside Jamie C. Shilanski’s Approach

Great advisory firms aren’t built by leaders who just keep the peace; they’re built by leaders who lovingly demand more. Jamie C. Shilanski is that kind of leader—fiercely protective of […]

Tax Planning Opportunities Under the One Big Beautiful Bill Act (OBBBA)

Tax Planning Opportunities Under the One Big Beautiful Bill Act (OBBBA)

Major tax legislation always creates both uncertainty and opportunity. The One Big Beautiful Bill Act (OBBBA) is no exception. While pundits argue about winners and losers, advisors who take a […]

Deliver Massive Value™: What Matthew Jarvis Really Means for Financial Advisors

Deliver Massive Value™: What Matthew Jarvis Really Means for Financial Advisors

What “Deliver Massive Value™” Means “Deliver Massive Value™” isn’t just a catchy phrase for Matthew Jarvis, CFP®—it’s the filter for every decision in his firm. At Jarvis Financial, nothing makes […]

Podcast

Beyond excel: systems over spreadsheets with Roger Pine

Beyond excel: systems over spreadsheets with Roger Pine

Making the “complex” easy to understand with Steve Blackwell

Making the “complex” easy to understand with Steve Blackwell

Businesses grow or die, that’s it. With Ted Jenkin

Businesses grow or die, that’s it. With Ted Jenkin

Weekly Newsletter

#003 – 5 Things To Look For On Every 2022 Tax Return

June 22, 2023

#003 – 5 Things To Look For On Every 2022 Tax Return

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